Unclaimed
Robert James Kemp is an investment advisor representative at Savant Wealth Management, with over 30 years of experience in the financial industry. Robert has held previous positions at Sentra Securities Corporation, United Pacific Securities, Inc., Titan/Value Equities Group, Inc., and Value Equities Corporation. Robert holds licenses in California, Illinois, and Arizona. He is a licensed Real Estate Broker and has a strong background in financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
10/01/2024 - Present
Savant Wealth Management (ROCKFORD IL)
CA
10/31/2005 - 10/03/2017
SAGEPOINT FINANCIAL, INC. (FULLERTON CA)
AZ
11/16/1998 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
01/29/1993 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
CA
09/20/1988 - 02/17/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
07/20/1988 - 10/04/1988
VALUE EQUITIES CORPORATION
BOTH
Issued 12/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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